CIK: 0001992785
申报总市值
US$3.5亿
仅显示前 200 大持股（共 349 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 25.62% | +0.79% | +1.48% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 23.97% | +2.40% | +1.59% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 13.48% | — | +3.27% | |
| 4 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 7.99% | +0.65% | +2.10% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 6.00% | -0.12% | +1.34% | |
| 6 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 3.87% | -0.21% | -7.77% | |
| 7 | NULV | Nuveen Esg Large-cap Val ETF | ETF-其他 | 2.54% | — | -0.53% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.97% | +0.68% | +16.11% | |
| 9 | AAPL | Apple INC | 股票-科技 | 1.36% | -0.03% | +3.24% | |
| 10 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.89% | — | +0.38% | |
| 11 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.67% | -0.08% | +2.69% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.56% | +0.11% | +5.51% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.42% | -0.30% | -4.85% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 0.40% | — | — | |
| 15 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | +0.02% | +6.61% | |
| 16 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.39% | — | -3.77% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | -0.08% | -13.19% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.34% | — | -5.51% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.33% | — | -3.12% | |
| 20 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.31% | +0.04% | +7.33% | |
| 21 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.30% | — | -3.81% | |
| 22 | IDMO | Invesco S&p International De | ETF-其他 | 0.29% | +0.04% | +6.77% | |
| 23 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.27% | — | -7.26% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.26% | — | -7.67% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.26% | -0.12% | +5.71% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.23% | — | — | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.20% | -0.02% | -0.99% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.20% | -0.03% | — | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.18% | +0.04% | +4.42% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.18% | — | +5.43% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.16% | +0.05% | — | |
| 32 | GNR | State Street Spdr S&p Global | ETF-其他 | 0.16% | — | +6.88% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.15% | — | — | |
| 34 | PEP | Pepsico INC | 股票-非周期性消费 | 0.13% | — | +0.05% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.13% | — | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.12% | — | — | |
| 37 | HD | Home Depot INC | 股票-周期性消费 | 0.12% | — | +14.15% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.12% | — | — | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | +0.03% | +16.40% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.12% | +0.03% | -11.70% | |
| 41 | ADBE | Adobe INC | 股票-科技 | 0.12% | -0.01% | — | |
| 42 | CSX | Csx CORP | 股票-工业 | 0.12% | — | +0.36% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.11% | +0.04% | +0.10% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.11% | — | +5.44% | |
| 45 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.10% | -0.02% | — | |
| 46 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.10% | -0.07% | — | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.10% | -0.08% | — | |
| 48 | CSCO | Cisco Systems INC | 股票-科技 | 0.10% | — | -6.40% | |
| 49 | ABBV | Abbvie INC | 股票-医疗保健 | 0.09% | -0.01% | +22.67% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.08% | — | +13.74% |